Those who fail to plan, are planning to fail - Benjamin Franklin
At O'Brien Capital Management, Inc. (OCM), we take a holistic approach to wealth management, focusing not just on your investments but also on your individual goals and aspirations. We believe in a collaborative and personalized financial planning process that empowers you to make confident financial decisions.
Our Philosophy
Our approach to wealth management is guided by a client-centered philosophy. We believe in:
- Building relationships based on trust and open communication.
- Understanding your unique financial goals and aspirations.
- Developing a customized financial plan that aligns with your values and objectives.
- Providing ongoing guidance and support throughout your financial journey.
1. Investment Management
We tailor our investment strategies to your individual risk tolerance, goals, and time horizon, utilizing a diversified portfolio of high-quality investments.
2. Wealth Management
Our comprehensive wealth management services include estate planning, risk management, and tax optimization strategies. We work with you to create a holistic financial plan that addresses your total financial picture.
3. Retirement Planning
We assist you in planning for a secure and comfortable retirement through various strategies like maximizing retirement accounts, exploring income generation options, and planning for post-retirement expenses.
4. Divorce Planning
Navigating the financial complexities of divorce requires careful planning and expertise. We offer guidance on dividing assets, mitigating debt, and establishing new financial plans for each individual.
About Our Team
OCM is led by John M. O'Brien, a seasoned financial planning professional with over 18 years of experience. John holds the prestigious Certified Financial Planner (CFP) designation and is dedicated to providing personalized and strategic financial guidance to his clients.
Our Commitment
We are committed to:
- Providing unbiased and conflict-free financial advice.
- Delivering exceptional client service and communication.
- Maintaining the highest ethical standards and upholding industry regulations.
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